Filed: 10/30/2025ACC: 0002000324-25-004144
📋 What this filing means
WESTFULLER ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 760 equity positions with a total reported market value of $219.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
760
Positions
$219.95M
Total AUM (reported)
2.81M
Total Shares
Allocation by class
COM$66.12M30.1%
0-3 MNTH TREASRY$9.29M4.2%
S&P 500 ETF SHS$8.43M3.8%
NUVEEN ESG US$6.98M3.2%
US TREAS BD ETF$6.13M2.8%
ESG INTL STK ETF$6.00M2.7%
ESG US STK ETF$5.67M2.6%
Portfolio Concentration
Top 3$25.55M11.6%
4–10$42.12M19.2%
11–25$47.79M21.7%
Rest$104.49M47.5%
Top 3 weight
11.6%
Top 10 weight
30.8%
Voting Authority Distribution
Total shares with voting rights: 2.81M
Sole
Full voting authority
2.81M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole760
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings760
Rows:
ISHARES TR
SOLEShares92.26K
TypeSH
Market value$9.29M
4.22%
Sole
92.26K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares13.73K
TypeSH
Market value$8.43M
3.83%
Sole
13.73K
Shared
0.00
None
0.00
APPLE INC
SOLEShares30.75K
TypeSH
Market value$7.83M
3.56%
Sole
30.75K
Shared
0.00
None
0.00
NUSHARES ETF TR
SOLEShares310.87K
TypeSH
Market value$6.98M
3.17%
Sole
310.87K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares31.33K
TypeSH
Market value$6.88M
3.13%
Sole
31.33K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares265.31K
TypeSH
Market value$6.13M
2.79%
Sole
265.31K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares86.46K
TypeSH
Market value$6.00M
2.73%
Sole
86.46K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares31.95K
TypeSH
Market value$5.96M
2.71%
Sole
31.95K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares47.85K
TypeSH
Market value$5.67M
2.58%
Sole
47.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.54K
TypeSH
Market value$4.50M
2.05%
Sole
51.54K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares10.89K
TypeSH
Market value$3.87M
1.76%
Sole
10.89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares80.35K
TypeSH
Market value$3.86M
1.75%
Sole
80.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares64.80K
TypeSH
Market value$3.70M
1.68%
Sole
64.80K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.90K
TypeSH
Market value$3.57M
1.62%
Sole
6.90K
Shared
0.00
None
0.00
TIDAL TRUST III
SOLEShares86.57K
TypeSH
Market value$3.52M
1.60%
Sole
86.57K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares120.66K
TypeSH
Market value$3.29M
1.50%
Sole
120.66K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares5.44K
TypeSH
Market value$3.27M
1.49%
Sole
5.44K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares41.42K
TypeSH
Market value$3.27M
1.49%
Sole
41.42K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares40.61K
TypeSH
Market value$3.17M
1.44%
Sole
40.61K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.17K
TypeSH
Market value$3.10M
1.41%
Sole
6.17K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.25K
TypeSH
Market value$2.74M
1.25%
Sole
11.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares27.13K
TypeSH
Market value$2.72M
1.24%
Sole
27.13K
Shared
0.00
None
0.00
TIDAL TRUST I
SOLEShares132.82K
TypeSH
Market value$2.70M
1.23%
Sole
132.82K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares7.61K
TypeSH
Market value$2.51M
1.14%
Sole
7.61K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.24K
TypeSH
Market value$2.49M
1.13%
Sole
10.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 0-3 MNTH TREASRY | 92.26K | SH | $9.29M 4.22% | 92.26K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.73K | SH | $8.43M 3.83% | 13.73K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 30.75K | SH | $7.83M 3.56% | 30.75K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 310.87K | SH | $6.98M 3.17% | 310.87K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 31.33K | SH | $6.88M 3.13% | 31.33K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 265.31K | SH | $6.13M 2.79% | 265.31K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 86.46K | SH | $6.00M 2.73% | 86.46K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 31.95K | SH | $5.96M 2.71% | 31.95K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 47.85K | SH | $5.67M 2.58% | 47.85K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 51.54K | SH | $4.50M 2.05% | 51.54K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 10.89K | SH | $3.87M 1.76% | 10.89K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR US AGRGT | 80.35K | SH | $3.86M 1.75% | 80.35K | 0.00 | 0.00 |
ISHARES TRSOLE | CALIF MUN BD ETF | 64.80K | SH | $3.70M 1.68% | 64.80K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.90K | SH | $3.57M 1.62% | 6.90K | 0.00 | 0.00 |
TIDAL TRUST IIISOLE | IMPACT SHARES WO | 86.57K | SH | $3.52M 1.60% | 86.57K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | STANCE SUSTAINAB | 120.66K | SH | $3.29M 1.50% | 120.66K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.44K | SH | $3.27M 1.49% | 5.44K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 41.42K | SH | $3.27M 1.49% | 41.42K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 40.61K | SH | $3.17M 1.44% | 40.61K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.17K | SH | $3.10M 1.41% | 6.17K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 11.25K | SH | $2.74M 1.25% | 11.25K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 27.13K | SH | $2.72M 1.24% | 27.13K | 0.00 | 0.00 |
TIDAL TRUST ISOLE | ADASINA SOCIAL | 132.82K | SH | $2.70M 1.23% | 132.82K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 7.61K | SH | $2.51M 1.14% | 7.61K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.24K | SH | $2.49M 1.13% | 10.24K | 0.00 | 0.00 |
Page 1 of 31
…